Coyle Financial Counsel LLC
CIK:0001593038
Investment Adviser
$922M AUM
91 holdings
Glenview, IL, USA
Coyle Financial Counsel LLC offers financial planning services, portfolio management for individuals and/or small businesses. It is a federally registered investment advisor.
Investment Strategy
The firm focuses on financial planning, portfolio management, and wealth management with a personalized approach.
Top Buys
I
IVVISHARES TR+$9.4M
V
VEAVANGUARD TAX-MANAGED FDS+$7.2M
Q
QQQINVESCO QQQ TR+$4.7M
F
FRDMEA SERIES TRUST+$3.8M
V
VTVANGUARD INTL EQUITY INDEX F+$2.4M
Top Sells
B
BERYBERRY GLOBAL GROUP INC-$1.4M
A
AAPLAPPLE INC-$1.2M
P
PGRPROGRESSIVE CORP-$749.7K
B
BILSPDR SERIES TRUST-$540.1K
R
RBARB GLOBAL INC-$525.7K
Top Holdings
I
IVVISHARES TR+16.6%$62.1M
V
VEAVANGUARD TAX-MANAGED FDS+14.3%$53.4M
F
FBNDFIDELITY MERRIMACK STR TR+7.4%$27.6M
Q
QQQINVESCO QQQ TR+6.1%$22.9M
F
FRDMEA SERIES TRUST+5.7%$21.1M
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 16.63% | $62.1M | 100,041 | $385.65 | $620.90 | +$9.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 14.30% | $53.4M | 937,083 | $44.09 | $57.01 | +$7.2M |
F FBND | FIDELITY MERRIMACK STR TR | 7.40% | $27.6M | 603,996 | $44.05 | $45.75 | +$1.8M |
Q QQQ | INVESCO QQQ TR | 6.12% | $22.9M | 41,423 | $434.03 | $551.64 | +$4.7M |
F FRDM | EA SERIES TRUST | 5.66% | $21.1M | 523,087 | $33.90 | $40.40 | +$3.8M |
Industry Allocation
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.6%
SEMICONDUCTORS & RELATED DEVICES
+1.4%
SERVICES-PREPACKAGED SOFTWARE
+0.9%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+0.9%
ELECTRONIC COMPUTERS
+0.8%